I heard a wonderful example of blending old world and modern technology that generates excellent engagement and response for the adviser who told me about it.

As you might expect this particular gentleman is a veteran who started way back about the time Noah was working out how build his first Ark, so some of this ways of doing business date back to that era….going door-to-door in his chariot as it were.

Remember the days of the ever-present “while you were out” phone message pads? Well he still uses them…BUT…not to leave messages around the office for his staff and co-workers.

He emails them to clients.

In effect something that looks like the following gets emailed directly to clients.

There is no other message, or text, or explanation.

Just a simple subject line “While You Were Out” and then the body of the email is simply the image of the message note with his handwritten message to the clients.

Interestingly, it is apparently a pretty even split on the proportion of clients who email back saying something like “cute…but it is ages and yes we should talk….” and those who actually pick the phone up and ring him directly – which he encourages. Overall though, the proportion of clients who respond, or engage with him in discussion is well over half of those he sends them to.

For those who don’t respond?

He sends them another one….eventually everyone engages with him.

Simple, but effective. Quite sophisticated and elegant in its simplicity really….

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